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Plan Management

From provider invoice to payment, checked against every plan.

For registered plan managers of every size.

Register interest Launching soon

Invoice intake

  • A dedicated inbox that captures provider invoices
  • Invoices read and matched to the right participant and provider
  • Duplicate invoice detection
  • Participant approval when required

Check before you claim

  • Validation against NDIS price limits and support items
  • Budget checks by category before anything is claimed
  • Flags for out-of-plan dates or services

Claim and pay

  • NDIS bulk payment file generated in the correct format
  • Provider payments and remittances
  • Reconciliation of NDIA payments
  • We are working towards direct connection with NDIA systems

Keep participants informed

  • Monthly statements of spending and remaining funds
  • Live budgets in the Participant App
  • Provider register with bank details and ABN checks

More features are added with every release.

Interested in Plan Management?

Register for early access and a personal demo when we launch.